Q: After checking off a task or activity for a contact, lets say a follow up call, does Realvolve recognize this as a recent call or contact? Or do I still need to go into the contact and input the actual last contact date?
A: If you want Realvolve to recognize the last call date and update the contact record for you, here is what you need to do: Add the following merge fields to the activity in it's checklist. By adding this, when you finish the checklist Realvolve will automatically update that contact record.
By adding these merge fields in the checklist box you can enter the call date right in the dashboard - like this:
Now RV knows the last time you called!